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Otis Worldwide

1,246 hedge funds and large institutions have $34.7B invested in Otis Worldwide in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 406 increasing their positions, 450 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,246
Holders Change
+18
Holders Change %
+1.47%
% of All Funds
16.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
122
Increased
406
Reduced
450
Closed
78
Calls
$50.9M
Puts
$35.3M
Net Calls
+$15.6M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
426
Envestnet Portfolio Solutions
Illinois
$1.66M -$205K -2,066 -11%
ALMGDA
427
AG2R La Mondiale Gestion d'Actifs
France
$1.65M +$66.2K +669 +4%
T. Rowe Price Investment Management
428
T. Rowe Price Investment Management
Maryland
$1.63M +$1.05M +10,566 +178%
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$1.62M +$127K +1,282 +8%
Bessemer Group
430
Bessemer Group
New Jersey
$1.61M +$180K +1,817 +13%
SIRP
431
Shelter Insurance Retirement Plan
Missouri
$1.58M
NLGIA
432
Nippon Life Global Investors Americas
New York
$1.58M -$6.48M -65,470 -80%
TAM
433
Tealwood Asset Management
Minnesota
$1.57M +$1.57M +15,844 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
434
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.56M +$1.09M +11,016 +233%
TCM
435
Tufton Capital Management
Maryland
$1.51M -$17.3K -175 -1%
PTC
436
Private Trust Company
Ohio
$1.51M -$891 -9 -0.1%
HWM
437
HB Wealth Management
Georgia
$1.48M -$531K -5,362 -26%
TCPG
438
Trivant Custom Portfolio Group
California
$1.46M -$29.1K -294 -2%
OAC
439
OMERS Administration Corp
Ontario, Canada
$1.45M
SAI
440
Systematic Alpha Investments
New Jersey
$1.45M
EF
441
Empirical Finance
Pennsylvania
$1.43M +$8.81K +89 +0.6%
MGP
442
Metis Global Partners
California
$1.4M -$187K -1,886 -12%
AMCA
443
Arthur M. Cohen & Associates
Illinois
$1.39M
TPM
444
Triasima Portfolio Management
Quebec, Canada
$1.38M
PAS
445
Park Avenue Securities
New York
$1.37M +$10.3K +104 +0.8%
FMWA
446
Forvis Mazars Wealth Advisors
Missouri
$1.35M -$4.56K -46 -0.3%
ATC
447
Argent Trust Co
Tennessee
$1.33M -$317K -3,206 -19%
PWM
448
Perigon Wealth Management
California
$1.33M -$4.16K -42 -0.3%
DWM
449
Diversify Wealth Management
Utah
$1.32M +$144K +1,631 +12%
LI
450
Lafayette Investments
Maryland
$1.32M +$40.4K +408 +3%